Mount Yale Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.46M | Sell |
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|
2025
Q1 | $6.04M | Buy |
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|
2024
Q4 | $5.78M | Sell |
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|
2024
Q3 | $6.7M | Sell |
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|
2024
Q2 | $6.78M | Sell |
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|
2024
Q1 | $6.59M | Sell |
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|
2023
Q4 | $6.12M | Buy |
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|
2023
Q3 | $5.12M | Sell |
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|
2023
Q2 | $6.62M | Buy |
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|
2023
Q1 | $5.76M | Buy |
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|
2022
Q4 | $249K | Sell |
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|
2022
Q3 | $289K | Buy |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $217K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $298K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.01M | Buy |
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|
2019
Q4 | $781K | Buy |
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|
2019
Q3 | $254K | Buy |
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